SWM
VRT icon

SeaCrest Wealth Management’s Vertiv VRT Stock Holding History

SeaCrest Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$469K Sell
1,401
-159
-10% -$50.4K 0.05% 298
2026
Q1 		$391K Sell
1,560
-86
-5% -$19.1K 0.04% 398
2025
Q4 		$282K Sell
1,646
-175
-10% -$30.4K 0.03% 478
2025
Q3 		$305K Sell
1,821
-3,760
-67% -$502K 0.03% 461
2025
Q2 		$717K Sell
5,581
-218
-4% -$21.2K 0.08% 235
2025
Q1 		$419K Sell
5,799
-16,059
-73% -$1.71M 0.05% 381
2024
Q4 		$2.48M Buy
21,858
+5,712
+35% +$678K 0.26% 62
2024
Q3 		$1.61M Buy
16,146
+1,980
+14% +$164K 0.17% 113
2024
Q2 		$1.23M Buy
14,166
+2,167
+18% +$197K 0.14% 142
2024
Q1 		$980K Buy
11,999
+3,793
+46% +$238K 0.12% 181
2023
Q4 		$380K Buy
+8,206
New +$349K 0.05% 378

Other funds holding VRT

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return